Insights

Investment funds and trusts

Renewable energy investment trusts retain appeal among income investors

Coronavirus has touched everything, but a group of funds continue to look attractive for those seeking income from their investments.

Investment funds and trusts

The reason why ESG funds outperformed during the market sell-off

The relative outperformance of ESG funds since the start of the coronavirus sell-off is almost entirely down to low exposure to energy companies.

Equities

Share Sleuth: Why I trimmed one share and was bowled over by another

Richard Beddard does some pruning and gets the ball rolling with another new holding for the Share Sleuth portfolio.

Retirement Planning

Coronavirus anxiety is contagious

With pensions taking a pummelling in the wake of the pandemic, Faith Glasgow shares some advice with older workers.

Your Fund Choices 2020: investing inspiration

Details of over 250 funds, trusts and ETFs simple model portfolios for an annual £10,000 income
How to build a sustainable portfolio  Strategies for short- and long-term investors

To buy a copy, click here

Insights

Investment funds and trusts

Renewable energy investment trusts retain appeal among income investors

Coronavirus has touched everything, but a group of funds continue to look attractive for those seeking income from their investments.

Investment funds and trusts

The reason why ESG funds outperformed during the market sell-off

The relative outperformance of ESG funds since the start of the coronavirus sell-off is almost entirely down to low exposure to energy companies.

Equities

Share Sleuth: Why I trimmed one share and was bowled over by another

Richard Beddard does some pruning and gets the ball rolling with another new holding for the Share Sleuth portfolio.

Retirement Planning

Coronavirus anxiety is contagious

With pensions taking a pummelling in the wake of the pandemic, Faith Glasgow shares some advice with older workers.

Top Performing Funds

Name 1m Sort descending 1yr Sort ascending 3yr Sort descending 5yr Sort descending
Ardevora UK Equity C GBP Acc -9 % 5.9 % 15 % 38.2 %
Royal London Sustainable Leaders C Acc -15.5 % 1.5 % 17.7 % 35.9 %
Smith & Williamson UK Equity Gr B GBPAcc -25.4 % N/A N/A N/A
Janus Henderson Instl UK Idx Opps A Inc -20.6 % N/A N/A N/A
CFP SDL Free Spirit General (Inc) -18.7 % -2.8 % 17.7 % N/A
Data provided by Morningstar.
Name 1m Sort descending 1yr Sort ascending 3yr Sort descending 5yr Sort descending
JPM Asia Growth C Net Acc -9.6 % 2.1 % 28.2 % 71.5 %
Janus Henderson China Opps I Acc -9 % -0.9 % 19.7 % 56.9 %
Fidelity Asia W Acc -11.3 % -2.8 % 16 % 52.6 %
Fidelity Emerging Asia W Acc -12 % -4.7 % 12 % 43.3 %
Fidelity China Special Ord -8.8 % -5.3 % 11.7 % 58.1 %
Data provided by Morningstar.
Name 1m Sort descending 1yr Sort ascending 3yr Sort descending 5yr Sort descending
Mercantile Ord -30.3 % -11.6 % 2 % 26 %
Baillie Gifford UK Growth -19.1 % -14.6 % -6.1 % 5.8 %
Artemis Alpha Trust Ord -21.1 % -14.8 % -8.6 % -3.6 %
JPMorgan Mid Cap Ord -33.6 % -16.4 % -7.7 % 17.8 %
Aurora Ord -24.4 % -24.1 % -15.5 % 11.2 %
Data provided by Morningstar.

View of the day

Personal Finance

Coronavirus stock market survival guide

Barry Norris shares eight important investment rules that will help you survive the crisis.

Global Markets

$2 trillion shot in the arm for US economy amid coronavirus fears

A great fiscal boost rallies markets but it cannot solve all the virus-created problems, writes John Redwood.

Personal Finance

Seven principles for investing through volatile times

The coronavirus has clobbered global markets and unnerved investors, but Danny Knight has a guide to calm worried minds.

Top Performing Sectors

Name 1yr Sort ascending 3yr Sort descending 5yr Sort descending Funds
Unclassified Sector 14 % 26.1 % 42.6 % 63
UK Gilts 10.4 % 15.9 % 27.3 % 38
Technology and Telecommunications 8.3 % 40.4 % 95 % 16
Specialist 7.4 % 7.8 % 32.7 % 190
Targeted Absolute Return 6.4 % 11.1 % 20.3 % 108
Data provided by Morningstar.
Name 1yr Sort ascending 3yr Sort descending 5yr Sort descending Funds
VCT Specialist: Healthcare & Biotechnology 274.7 % 274.7 % 274.7 % 1
VCT Specialist: Environmental 62.1 % 62.1 % 62.1 % 9
VCT Specialist: Technology 57.3 % 57.3 % 57.3 % 4
Sector Specialist: Biotechnology & Healthcare 32.3 % 49.2 % 69.2 % 9
Sector Specialist: Environmental 29.2 % 50.9 % 96 % 3
Data provided by Morningstar.